Posted by monetary > 2019-10-14 08:59 | Report Abuse

Buy mother share. The rewards from mother share tomorrow will outweight shorterm gain in CD by far. No pt to risk $ in CD.

Posted by Jing Yong Lim > 2019-10-14 09:36 | Report Abuse

MI再进场，up up了！！三块钱吧~越高价格越好，bonus issue才牛逼

Posted by monetary > 2019-10-14 13:44 | Report Abuse

是啊。就是吹水啊。吹下吹下 paper gain 54%了。

Posted by monetary > 2019-10-14 14:51 | Report Abuse

Hi, friend. Currently only sale of packaging machine contributing. We r awaiting contribution from automation segment. The gov has committed to industry 4.0 and fund is allocated for 5G infrastructures. MI is in puberty stage.

Posted by monetary > 2019-10-14 15:00 | Report Abuse

MI has joined the billion $ club. Market cap 1.23bil now. Let's toast our wine glasses. Cheers!

Posted by Fundamental123 > 2019-10-14 17:14 | Report Abuse

Hi guys,

Other than MI, MMSV is an another very good counter ( semiconductor, automation and I-phone test services) ; it’s share price is just RM0.845 and please check on it’s analysis from its i3 headline you will know it much better.

Wish you all benefit from tech stocks and good luck !

Posted by rojakmee > 2019-10-14 20:54 | Report Abuse

as I said before, dumb dumd hold, looks like can reach RM4

Posted by Jing Yong Lim > 2019-10-15 06:20 | Report Abuse

Fundamental123
其实MMSV这么多年了，它的技术优势如何你应该清楚吧？当初上市的时候市值多少，现在的情况是多少？不如麻烦你来跟大家分享关于MMSV的优势？

技术优势？
客户群？
赚幅？
客户群？
产品和服务优势？
公司的生意模式？
公司的成长动力？
朝向哪个方向领域发展？

Posted by Jing Yong Lim > 2019-10-15 06:23 | Report Abuse

马来西亚展开了第4个工业革命(名为 “工业 4.0”)。工业4.0的核心是一系列发展快速及汇聚的科技，包括大数据分析、自主机械人、人工智能、云端运算、物联网、增材制造(3D打印)、系统整合、网络安全、扩增实境及模拟训练。
世界经济论坛2018年“为未来生产准备就绪(Readiness for the Future of Production)”的报告中指出，马来西亚是为第4个工业革命准备就绪的25个领先国家之一(报告分析总共100个国家)。

马来西亚各行各业的大商家正为工业4.0浪潮而把它们的重要功能数码化。大华继显(UOBKH)认为这些商家如果能够成功推动数码化，它们很可能傲视同群。以下是大华继显认为在第四个工业革命增长中值得投资的5只股：KPJ SERBADK TOPGLOVE WESTPORT MI

正齐科技（Mi Equipment Holdings）
大华继显指出，工业4.0得以进行是因为人工智能提供的支持功能，就好像自动取点与校正功能及自动对齐；实时机器对机器通信；数据可视化及分析。正齐科技的机器主要是提供晶圓級晶片尺寸封裝，主要是用于智能设备，换句话说，它是进入物联网时代的主要门道。

#去年的文章

Posted by Jing Yong Lim > 2019-10-15 06:25 | Report Abuse

MI的资讯已经分享给大家知道了，看你分享你知道的MMSV的资讯了，感恩

Posted by monetary > 2019-10-15 08:40 | Report Abuse

I found that not many IB write about MI. HongLeong recommended Greater n Istone for industry 4.0. MI老板一定是太忙没时间应酬 IB.

Posted by Hwai Hooi > 2019-10-15 09:15 | Report Abuse

may i know when is start bonus issue? haven't announce yet

Posted by Fundamental123 > 2019-10-15 09:25 | Report Abuse

其实MMSV 有两个产品卖点如以下：-

1）Automation system for auto production in Malaysia now onwards that Malaysia government encouraged by budget 2020;

2) Test services for electronics items like I-phone and now I-phone 11 product has good responses from market ; this service had been affected by US-China trade war that US and Asia customers made less order in 2018 and early 2019. Furthermore, China will continue to put some effort to negotiate with US over the trade and this trade negotiations momentum from the both countries are quite good :)

For further detail please find analysis in its i3 headline.

Hope these 2 main points can make you understand the strength of the company products that used to make this counter share price up more than RM1.50 in 2017 . Good luck !

Posted by Jing Yong Lim > 2019-10-15 11:20 | Report Abuse

想太多了，管理层有没有时间应酬IB没人知道。而且你会观察的话就知道老板会炒股

Posted by Wukong > 2019-10-15 12:27 | Report Abuse

最好是跌，大家卖，卖，卖

Posted by Aizai > 2019-10-15 12:59 | Report Abuse

真的是巫公。

Posted by Wukong > 2019-10-15 13:27 | Report Abuse

大家不卖的话，即将下降了就后悔

Posted by monetary > 2019-10-15 15:07 | Report Abuse

2.44 加马。

Posted by monetary > 2019-10-15 15:10 | Report Abuse

除了 mi penta mpi 所有的 tech stocks 都不便宜了。

Posted by raymondlct126 > 2019-10-15 16:39 | Report Abuse

Sampah counter! Up a little drop tremendously

Posted by Andy Siong > 2019-10-15 16:55 | Report Abuse

raymond actually this stock up from bottom already 65% ++

Posted by raymondlct126 > 2019-10-15 16:59 | Report Abuse

Andy Siong Thanks for your remind. But, compare to others it's just like a junk

Posted by monetary > 2019-10-15 17:01 | Report Abuse

shaking off punters. let's collect their tickets.

Posted by raymondlct126 > 2019-10-15 17:03 | Report Abuse

perseushermes Of course, I sold it

Posted by monetary > 2019-10-15 17:06 | Report Abuse

Think logically. Vitrox penta mi all r industry 4.0 thematic play. Vitrox n penta have to compete with each other in ATE business. MI doesn't have any competitor in packaging machine locally. Vitrox n penta both above pe30. Mi pe26.

Posted by monetary > 2019-10-15 17:22 | Report Abuse

Mr perseushermes. accirding to 2018AR the director is the largest shareholder 64% follow by 2nd largest holder only have 2.4%. May I know why u r not in the list even though holding 4.99%? Pls advice.

Posted by 林俊松 > 2019-10-15 17:23 | Report Abuse

Morning gap up lure me & straight drop thereafter...

Posted by monetary > 2019-10-15 17:23 | Report Abuse

u should b in the 3rd spot of the list.

Posted by monetary > 2019-10-15 17:24 | Report Abuse

perseushermes Monetary thanks for the tips. Luckily I not substantial shareholder, only holding 4.99%, no need announcement when selling.
You are the man!
15/10/2019 5:12 PM

Posted by monetary > 2019-10-15 17:32 | Report Abuse

CIMB-Principal Small Cap Fund (240218) is in the last spot (no 30) only holding 0.22%. (1.1mil shares). How could they forget to do include a VIP holding 4.99%?

Posted by Yu_and_Mee > 2019-10-15 19:15 | Report Abuse

oh no, i bought at 2.40. what should i do tomorrow?
cut loss first?

Posted by loonginv > 2019-10-15 19:18 | Report Abuse

hehe, cut loss lor.... many will buy from you

Posted by Jing Yong Lim > 2019-10-15 19:22 | Report Abuse

单单老板一个人都hold了接近70%的票了，所以？？？其他的人hold的票都不如老板的一半

Posted by Jing Yong Lim > 2019-10-16 06:46 | Report Abuse

老板有没有骗人钱大家相信心中有数。
小散户与老板各取所需
我还在等它跌多一些再进场啊~
还没有收够票。
哪位朋友可以出货1.80钱以下给我买入啊？

Posted by Jing Yong Lim > 2019-10-16 06:50 | Report Abuse

看年报就知道了，三十大股东名单以及持股资料。里面一大堆国内国外的基金买入，但份额不如老板一个人多。。。。。

Posted by Jing Yong Lim > 2019-10-16 06:51 | Report Abuse

MI的行业竞争者主要在欧洲国家，所以东南亚或者亚洲地区是没什么对手的，基本上是酱子没错

Posted by Jing Yong Lim > 2019-10-16 06:53 | Report Abuse

一个公司的股价飙涨，若没有业绩支撑，可想而知跌下来的时候是多么恐怖的。只要业绩漂亮，站稳三块钱不是问题了。支撑点在2.20-2.30之间

Posted by Jing Yong Lim > 2019-10-16 06:59 | Report Abuse

大家与其在猜测股价涨跌，倒不如去挖MI顾客的资料，比如盈利和CAPEX等等。
就可以知道了MI的业绩好坏

Posted by monetary > 2019-10-16 07:01 | Report Abuse

Vitro
ATE
Industry 4.0: electronic communication system & automation app
PE 36.2
Status: matured

Penta
ATE
Industry 4.0: automation in medical & warehouse
PE 29.5
Status: middle age


MI
WLCSP & ATE (not contributing much)
Industry 4.0: automation in automotive (not contributing yet)
PE 26.4
Status: puberty

Posted by monetary > 2019-10-16 07:07 | Report Abuse

Vitrox. Bonus 2x
Penta. Bonus 3x Split 1x
MI. Bonus 1st time coming soon

Posted by Jing Yong Lim > 2019-10-16 07:49 | Report Abuse

WLCSP机器贡献比较多
COMPONENTS贡献的慢慢扩大
Automation in automotive（刚刚开始start了）
还有更多的子公司业务，等待开枝散叶下去...
只要EPS增长的话，PE就少了，长远来看是可以的。去了解下MI的这些客户，这几年规模盈利不断地增长扩大，所以MI的机器需求会有增长，应对这个趋势新厂房可以贡献更多的产能。。。这个timing刚刚好

Posted by loonginv > 2019-10-16 08:13 | Report Abuse

thank you jing yong lim, your observation so great !!!! bravo !!!

Posted by Hwai Hooi > 2019-10-16 09:26 | Report Abuse

where is 2.35? cannot get it

Posted by monetary > 2019-10-16 09:31 | Report Abuse

I have taken some profit from penta. don't let me down.

Posted by wjboyz > 2019-10-16 10:19 | Report Abuse

wat hapn why drop again

Posted by Wukong > 2019-10-16 10:23 | Report Abuse

那些几个人吹水的就是这样一直说公司的好处，让新手接他们卖的票，真傻，在次跌落到2.0

Posted by Wukong > 2019-10-16 10:25 | Report Abuse

那几个吹水仙家快出来吧，哈哈哈，骗人钱财会有报应，听我说这公司不值得买，绝对不会到价格3.0的，如果你们还是听好话买入，后悔是自己，哈哈哈哈哈哈

Posted by monetary > 2019-10-16 10:45 | Report Abuse

每个团体都有一兩个小丑。MI 也不例外。

Posted by Growth > 2019-10-16 10:46 | Report Abuse

从1.80骂到现在，唉

Posted by Hwai Hooi > 2019-10-16 10:54 | Report Abuse

he get any benefit when mi drop? is it loss over?